+3,011.6%
QLD vs AMC
-98.1%
+3,109.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.3% | -4.0% | +0.1% |
| 7D | +0.6% | +2.3% | -1.8% | +0.4% |
| 30D | -0.1% | -0.7% | +0.6% | -0.1% |
| 3M | -8.4% | +35.2% | -43.6% | -10.4% |
| 6M | +32.2% | +124.6% | -92.4% | +25.5% |
| YTD | +28.9% | +69.9% | -41.0% | +23.9% |
| 1Y | +43.8% | -2.6% | +46.4% | +41.9% |
| 3Y | +176.6% | -79.8% | +256.4% | +183.8% |
| 5Y | +121.6% | -99.4% | +221.0% | +149.7% |
| 10Y | +1,652.9% | -98.9% | +1,751.8% | +1,983.7% |
| All | +3,011.6% | -98.1% | +3,109.7% | +2,783.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AMC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling